GSA+Contract+Info.pdf

U.S. General Services Administration

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage!®, a menu-driven database system. The INTERNET address GSA Advantage!® is: GSAAdvantage.gov.

SCHEDULE

LARGE CATEGORY

SUBCATEGORY

SPECIAL ITEM NUMBER (SIN)

FCS/PSC CODE

Multiple Award Schedule (MAS)

Information Technology

IT Services, IT Software, Electronic Commerce

511210 Software Licenses 54151S Information Technology Professional Services 54151ECOM Electronic Commerce and Subscription OLM Order Level Materials

DA01 IT and Telecom - Business Application/Application Development Support Services (Labor) 7A21 IT and Telecom - Business Application Software (Perpetual License Software)

CONTRACT NUMBER GS-35F-298GA

PERIOD COVERED BY CONTRACT March 17, 2017 to March 16, 2027

Pricelist current through Modi ication PA-0057 7 March 2024.

For more information on ordering on ordering go to the following website: https://www.gsa.gov/schedules.

Info-Tech Research Group Inc.

3960 Howard Hughes Parkway, Suite 500, Las Vegas, Nevada 89169 | 1-888-670-8889, 702-446-3782 (Fax) | www.infotech.com

Business size: Large Business

Federal Acquisition Service Authorized Federal Supply Schedule FSS Price List

Customer Information 3

About Info-Tech Research Group (ITRG) 5

GSA Offering – Service Levels 7 Service Levels GSA Rates Research Diagnostics & Workshops

Membership Features 17

Product & Feature Definitions 20

GSA Offering – Consulting 52 Labor Category Descriptions Experience/Education Substitution Methodology Labor Category GSA Rates

Service Level Details 64 Accessing Info-Tech Services Dedicated Account Management

Info-Tech GSA Approved Terms of Use 65

Info-Tech GSA Approved Privacy Policy 70

McLean & Company GSA Offering – Service Levels 72 Service Levels GSA Rates

McLean & Company Membership Features 78

McLean & Company Product Offering 79

McLean & Company GSA Approved Terms of Use 91

McLean & Company GSA Approved Privacy Policy 95 myPolicies GSA Approved Terms of Use 97

INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST

Customer Information

1 Awarded Special Item Number (SIN) SIN 511210 Software Licenses

SIN 54151S Information Technology Professional Services

SIN 54151ECOM Electronic Commerce and Subscription

OLM Order Level Materials

*Eligible for Cooperative Purchasing and Disaster Recovery 2 Maximum order $500,000.00

3 Minimum order $100.00

4 Geographic coverage (delivery area) Domestic delivery within 48 contiguous states, Alaska, Hawaii, Puerto Rico, Washington, DC, and US territories. Domestic delivery also includes a port or consolidation point, within the aforementioned areas, for orders received from overseas activities.

5 Point(s) of production London, Ontario, CANADA

6 Discount from list prices or statement of net price

GSA prices represent net price with discount included.

To view and order from the complete catalog of products available under this GSA Schedule, please search under our contract number at the GSA Advantage! website.

7 Quantity discounts None

8 Prompt payment terms 0%, Net 30 days

Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.

9 Foreign items All offerings are of Canadian origin.

10a Time of delivery 1-day ARO

10b Expedited delivery Not applicable

10c Overnight and 2-day delivery Not applicable

10d Urgent requirements Not applicable

11 FOB point(s) FOB destination

12a Ordering addresses Info-Tech Research Group Inc.

3960 Howard Hughes Parkway, Suite 500 Las Vegas, Nevada 89169

CUSTOMER INFORMATION

12b Ordering procedures See Federal Acquisition Regulation (FAR) 8.405-3.

13 Payment address Info-Tech Research Group Inc.

3960 Howard Hughes Parkway, Suite 500 Las Vegas, Nevada 89169

14 Warranty provision Refer to GSA Approved Terms of Use and Privacy Policy

15 Export packing charges Not covered on contract

16 Terms and conditions of rental, maintenance, and repair (if applicable)

Not applicable

17 Terms and conditions of installation (if applicable)

Not applicable

18a Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable)

Not applicable

18b Terms and conditions for any other services (if applicable)

Not applicable

19 List of service and distribution points

20 List of participating dealers Not applicable

21 Preventive maintenance Not applicable

22a Special attributes such as environ-mental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants)

Not applicable

22b If applicable, indicate that Section 508 compliance information is avail-able on Information Technology (ICT) products and services and show where full details can be found (e.g., contractor’s website or other location). The ICT standards can be found at: www.Section508. gov/.

Not applicable

23 Unique Entity Identifier (UEI) number DUNS: 79692602

SAM UEI: NBLLT8K2SA48

24 Notification regarding registration in System for Award Management (SAM) database

Info-Tech Research Group is registered in SAM.gov.

CUSTOMER INFORMATION

About Us

Info-Tech Research Group (“Info-Tech” or “ITRG”) is a full-service IT research, advisory, and professional services firm, founded in 1997, with over 700 full-time employees.

Over 40,000 members from around the globe rely on Info- Tech’s practical approach and best-in-class research and services to help them navigate their complex IT and business issues.

Our IT research, advisory, and consulting services include technology-based business research, industry-specific reporting, best-practice methodologies, benchmarking, and market analysis research.

Additionally, Info-Tech’s HR research and advisory division, McLean & Company, is the trusted partner of HR and leadership professionals around the world. Our unparalleled offering includes full-service assessments, practical action plans, impactful training, and more.

Our Approach

Info-Tech offers a practical approach to complex IT, HR, and business issues. Our consultants, including veteran IT professionals and CXOs, work side by side with you and your team in a cooperative approach that delivers results and provides you with the tools you need for continued success.

Our Memberships

Info-Tech’s membership options provide services tailored for each role and member, ensuring clients pay only for services they are using. Our desire is to exceed expectations in delivering business value through the optimal execution of IT strategies, governance, project management, applications, infrastructure, security, business intelligence, and various other IT- and HR-related disciplines.

How We’ll Work With You

Info-Tech’s team of in-house analysts are available to support you with your top issues, including process improvement and project management on technical issues as well as strategic and management issues. We work with our clients as subject matter experts, developers, collaborators, and partners, connecting with individuals at their pace, not ours.

We understand that each working environment is unique, and one size does not fit all.

About Info-Tech Research Group (Info-Tech or ITRG)

ITRG Advantage

The following describes how Info-Tech provides unmatched services via our subscription offerings:

• Research publications that are practical and built to execute on projects.

• A research taxonomy that is connected and provides comprehensive coverage.

• Content format that is visual and built upon framework-driven content.

• Analyst calls are structured to be a series of calls to complete key initiatives.

• Contract Review Services offer thorough contract assessments where the member always retains the savings.

About Info-Tech

initiatives.

• Membership terms are designed to maximize usage and value.

ITRG’s GSA Offering

ITRG’s current GSA offering consists of the following:

edge, skills, and tools to deliver quality-driven value.

• Software Licenses – myPolicies is an online policy management and administration software that streamlines the creation, approval, distribution, and monitoring of corporate policies, procedures, and forms.

About Info-Tech

SIN MFR Part No. Product Group Product Name Product Description

Discount Price Offered to GSA (Including

IFF)

54151S 24-009 Executive & Leadership Service Levels

CIO Counselor Membership

Key Membership Features:

• A dedicated Executive Counselor to help you reach your goals and excel as a leader

(Online)

• IT Cost Analysis & Optimization roadmap focused on optimizing your IT Spending & Staffing (Onsite)

(1 additional)

are included

$96,704.66

54151S 24-011 In-Depth Technical Advisory & Research

CFO Technology Counselor Membership

Key Membership Features:

• A dedicated CFO Technology Counselor with CFO and IT

Financial Management experience

With choice between:

IT Spend & Staffing Benchmarking against industry peers (Online)

OR

IT Cost Analysis & Optimization roadmap focused on optimizing your IT Spending & Staffing (Online)

$65,621.03

54151S 24-016 Executive & Leadership Service Levels

AI & Digital Transformation Counselor Membership

Key Membership Features:

• A Dedicated AI & Digital Transformation Counselor to help you reach your goals and excel as a leader in your AI & Digital Transformation objectives

(1 additional)

are included

$96,704.66

GSA Offering

– Service Levels (SIN 54151S) F24 Pricing

GSA Offering

– Service Levels

54151S 24-008 Executive & Leadership Service Levels

Executive Counselor Membership

Key Membership Features:

• A dedicated Executive Counselor to help you reach your goals and excel as a leader

(Online)

$65,621.03

54151S 24-010 In-Depth Technical Advisory & Research

Technical Counselor Membership

Key Membership Features:

• IT role-specific professional development program with dedicated one-on-one Technical Counselors

$65,621.03

54151S 24-007 Executive & Leadership Service Levels

Counselor Membership

Key Membership Features:

• A dedicated Executive Counselor to help you reach your goals and excel as a leader

are included

$49,339.11

54151S 24-005 Executive & Leadership Service Levels

Advisory Membership

Key Membership Features:

• A Key Initiative Plan to ensure you get the most out of your membership

• Unlimited analyst calls to help you through your most challenging projects

$27,136.51

F24 Pricing

GSA Offering

– Service Levels

54151S 24-004 Small Enterprise Service Levels & Add Ons

Small Enterprise Advisory Membership

Membership Features:

• A Key Initiative Plan to ensure you get the most out of your membership

• Unlimited analyst calls to help you through your most challenging projects

or IT Vendor Negotiation engagement

• Access to Virtual Industry Roundtable & Networking

Engagements Only applicable to Small Enterprise Size Segmentation

$19,242.26

54151S 24-101 Team Service Levels & Add Ons

Team Membership

Key Membership Features:

• Unlimited access to all IT Project and Process Research methodologies

platform

$4,243.16

54151S WSHOP24-

Workshop Add-Ons

Online Workshop Membership

5 Day Online Workshop to solve your most pressing problem.

Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team.

Follows the rigorous methodology of our blueprints.

Delivery: Online Purchase: Annual subscription

$22,695.99

54151S WSHOP24-

Workshop Add-Ons

Online Workshop (Standalone)

5 Day Online Workshop to solve your most pressing problem.

Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team.

Follows the rigorous methodology of our blueprints.

Delivery: Online Purchase: One-time

$26,801.01

54151S WSHOP24-

Workshop Add-Ons

Onsite Workshop Membership

5 Day Onsite Workshop to solve your most pressing problem.

Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team.

Follows the rigorous methodology of our blueprints.

Excludes Travel

Delivery: Onsite Purchase: Annual subscription

$32,070.43

54151S WSHOP24-

Workshop Add-Ons

Onsite Workshop (Standalone)

5 Day Onsite Workshop to solve your most pressing problem.

Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team.

Follows the rigorous methodology of our blueprints.

Excludes Travel

Delivery: Onsite Purchase: One-time

$35,894.21

F24 Pricing

GSA Offering

– Service Levels

54151S WSHOP24-

Workshop Add-Ons

Online to Onsite Workshop (Standalone) Upgrade

Upgrade a standalone online workshop to a standalone onsite workshop.

$7,083.12

54151S WSHOP24-

Workshop Add-Ons

Online to Onsite Workshop Membership (Upgrade)

Upgrade an online workshop membership to an onsite workshop membership.

$7,083.12

54151S WSHOP24-

Small Enterprise Service Levels & Add Ons

Small Enterprise Workshop Membership

3-Day Analyst-Facilitated Workshop to help you complete your most critical project. Choose from a select catalog of workshops designed for the Small Enterprise.

Delivery: Online only Purchase: Annual subscription Only applicable to Small Enterprise Size Segmentation

$14,801.73

54151S WSHOP24-

Small Enterprise Service Levels & Add Ons

Small Enterprise Online Workshop (Standalone)

3-Day Analyst-Facilitated Workshop to help you complete your most critical project. Choose from a select catalog of workshops designed for the Small Enterprise.

Delivery: Online only Purchase: One-time Only applicable to Small Enterprise Size Segmentation

$17,229.22

54151S WSHOP24-

Workshop Add-Ons

Enterprise Online Workshop Membership

5 Day customizable Workshop to solve your most pressing problem. 7 Days of effective effort by Info Tech. Expert facili-tators help you complete a key initiative, work through critical project deliverables, and train your team. Industry specialist available to ensure that the workshop deliverable is tailored for your business and industry. Final deliverable includes a boardroom ready executive presentation.

Delivery: Online Purchase: Annual subscription

$39,471.29

54151S WSHOP24-

Workshop Add-Ons

Enterprise Online Workshop (Standalone)

5 Day customizable Workshop to solve your most pressing problem. 7 Days of effective effort by Info Tech. Expert facili-tators help you complete a key initiative, work through critical project deliverables, and train your team. Industry specialist available to ensure that the workshop deliverable is tailored for your business and industry. Final deliverable includes a boardroom ready executive presentation.

Delivery: Online Purchase: One-time

$46,901.76

F24 Pricing

GSA Offering

– Service Levels

54151S WSHOP24-

IT Financial Management Add-Ons

Online IT Spend & Staffing Benchmarking (Standalone)

• Info-Tech experts accurately map your IT spend and staff-ing, providing full transparency into business consumption of IT

• Info-Tech will cover spending information from a single general ledger extract

• Service covers commercial organizations with revenues under $1 billion in revenue or public institutions with bud-gets under $1 billion

• Benchmarking of IT spend and staffing against your industry peers

• Detailed review of your results and recommendations on optimization

• Comprehensive report detailing your IT spend and staffing along four perspectives: Expense, Service, Business, and Innovation

$26,801.01

54151S WSHOP24-

IT Financial Management Add-Ons

Online IT Spend & Staffing Benchmarking Membership

• Info-Tech experts accurately map your IT spend and staff-ing, providing full transparency into business consumption of IT

• Info-Tech will cover spending information from a single general ledger extract

• Service covers commercial organizations with revenues under $1 billion in revenue or public institutions with bud-gets under $1 billion

• Benchmarking of IT spend and staffing against your industry peers

• Detailed review of your results and recommendations on optimization

• Comprehensive report detailing your IT spend and staffing along four perspectives: Expense, Service, Business, and Innovation

$22,695.99

54151S 24-030 Team Service Levels & Add Ons

Concierge Services

• Unlimited Access to 20+ High Impact, Pre-scoped Consulting Engagements. A Powerful Set of Quick Advisory Experience with Onsite or Online Delivery

$22,695.99

54151S 24-035 Team Service Levels & Add Ons

Industry Research & Advisory

• Unrestricted Access to industry-specific content and benchmarking for all members on Account

• Unlimited access to industry experts and advisory services tailored to your industry

Coverage includes:

Government, Professional Services, Financial Services, Retail & Wholesale, Professional Associations, Transportation & Warehousing, Gaming & Hospitalities, Media & Information, Arts & Entertainment, Manufacturing, Education, Healthcare, Utilities, Construction, Mining, Real Estate, Food & Beverage, Agriculture

$22,695.99

F24 Pricing

GSA Offering

– Service Levels

54151S 24-036 Small

Service Levels & Add Ons

Small Enterprise Industry Research & Advisory

• Unrestricted Access to Industry Industry-Specific Content and Benchmarking for All Members on Account

• Unlimited Access to Industry Experts and Advisory Services Tailored to Your Industry

Coverage includes:

Government, Professional Services, Financial Services, Retail & Wholesale, Professional Associations, Transportation & Warehousing, Gaming & Hospitalities, Media & Information, Arts & Entertainment, Manufacturing, Education, Healthcare, Utilities, Construction, Mining, Real Estate, Food & Beverage, Agriculture

Only applicable to Small Enterprise Size Segmentation

$6,710.12

54151S 24-012 In-Depth Technical Advisory & Research

HIPO Technology Advisory Membership (x10)

HIPO = High Potential. This is a bundle package of 10 seats.

The HIPO Memberships require 1 counselor membership or above. These memberships are sold to high-potential IT staff in the member organization to give them exposure to our content as well as analysts. It should not be sold to an execu-tive in the IT department.

Key Membership Features:

• Unlimited access to analysts for IT Management &

Governance Process related topics

• Unrestricted access to all IT project and process research methodologies

platform

$78,745.23

54151S 24-103 In-Depth Technical Advisory & Research

HIPO Technology Team Membership (x10)

HIPO = High Potential. This is a bundle package of 10 seats.

The HIPO Memberships require 1 counselor membership or above. These memberships are sold to high-potential IT staff in the member organization to give them exposure to our content as well as analysts. It should not be sold to an executive in the IT department.

Key Membership Features:

• Unrestricted access to all IT project and process research methodologies

platform

HIPO Memberships require 1 Counselor Membership or above

$28,123.29

F24 Pricing

GSA Offering

– Service Levels

54151S 24-051 Cybersecurity Workforce Development Add-Ons

Cybersecurity Workforce Development

– Analysts

A 6-month expert-facilitated development program to de-velop critical cybersecurity skills missing within IT organiza-tions through a combination of live virtual lectures, practical exercises, and cyber range labs.

Analyst program track features:

use

• Focus on tactical cybersecurity implementation

Delivery: Online, quarterly start dates

$9,093.20

54151S 24-050 Cybersecurity Workforce Development Add-Ons

Cybersecurity Workforce Development

– Leaders

A 6-month expert-facilitated development program to de-velop critical cybersecurity skills missing within IT organiza-tions through a combination of live virtual lectures, practical exercises, and cyber range labs.

Leader program track features:

use with hands-on support

• Focus on strategic cybersecurity business alignment, program management, and governance

CISO

• Custom Key Initiative Plan for maturing a security program

Delivery: Online, quarterly start dates

$26,801.01

F24 Pricing

GSA Offering

– Service Levels

54151S 24-052 Cybersecurity Workforce Development Add-Ons

Cybersecurity Workforce Development - Private Cohort

A 6-month expert-facilitated development program to devel-op critical cybersecurity skills missing within IT organizations through a combination of live virtual lectures, practical exercises, and cyber range labs.

Includes 10 Analyst seats, 2 Leader seats

The Private Cohort offers the following for all registered learners:

operational use

• Focus on tactical cybersecurity implementation

Additional seats of either track can be added at 5% discount.

Delivery: Online

$153,148.61

F24 Pricing

GSA Offering

– Service Levels

ITRG offers to GSA the following additional quantity/volume discounts and concessions.

Available Promotions & Size Segmentation Definition

Quantity / Volume Discounts Info-Tech Research Group offers the following discounts for bundle purchases to GSA eligible ordering activities.

Enterprise Flexible Bundle Discount Additional Bundle Discount offered to GSA approved prices: 5%

Minimum Spend: $180,000 (These minimums take into account 5% GSA discount and the additional 5% bundle discount).

M/L Flexible Bundle Discount Additional Discount offered to GSA approved prices: 5%

Minimum Spend: $100,000 (These minimums take into account 5% GSA discount and the additional 5% bundle discount).

M/L Flexible Bundle (Basic) Discount Additional Discount offered to GSA approved prices: 5%

Minimum Spend: $70,000 (These minimums take into account 5% GSA discount and the additional 5% bundle discount).

GSA Offering

– Service Levels

Other Discounts / Concessions

Info-Tech Research Group offers the following discounts for bundle purchases to GSA eligible ordering activities.

Small Flexible Bundle (Basic) Discount Additional Discount offered to GSA approved prices: 5%

Minimum Spend: $40,000 (These minimums take into account 5% GSA discount and the additional 5% bundle discount).

Multi-Year Discount Additional Discounts, ranging from 3% - 6%, offered on GSA approved prices for procuring service level memberships for multiple years. The multi-year discounts are cumulative on the other discounts offered.

SE Non-Advisory Upgrade (available to current ITRG GSA buyers):

Any SE accounts currently without Advisory/Analyst access can be sold an SE Advisory Membership for $14,200 USD (inclusive of IFF).

Cannot be combined with Team Bundle volume discounts.

Can be combined with multi-year commitment discounts.

Pricing Size City Population County Population Higher Education Student Population

Small Enterprise Pricing Small Enterprise 0 to 75K Pop. 0 to 250K Pop. 0 to 5K FTE Students

Standard Pricing

Medium/Large Over 75K Pop. Over 250K Pop. Over 5K FTE Students

Enterprise Over 450K Pop. Over 700K Pop. Over 30K FTE Students

Size Segmentation Definition

GSA Offering

– Service Levels

Membership Features CIO Counselor Membership

Executive Counselor

Membership

Technical Counselor

Membership Counselor

Membership Advisory

Membership Team

Membership

Service Delivery

Dedicated Executive Counselor

Onsite or Virtual Counselor Visits 4/year 2/year 2/year

Custom Key Initiative Plan

Advisory Services

IT Cost Analysis & Optimization (or Onsite Std. Workshop)* **

IT Spend & Staffing Benchmarking – Online* **

Expanded Industry Advisory Access

Concierge Services

Software Selection as a Service Unlimited Unlimited Unlimited Unlimited 1/year

Contract Review Service Unlimited Unlimited Unlimited Unlimited

IT Vendor Price Benchmarking Unlimited Unlimited Unlimited Unlimited

IT Vendor Negotiation Assistance 4 3 3 2

Analyst Calls Unlimited Unlimited Unlimited Unlimited Unlimited

Info-Tech LIVE Conference Ticket 2 tickets 1 ticket 1 ticket 1 ticket 1 ticket

Research Content

Industry Research*

Technology Project Research

IT Process Research

People & Leadership Research

Tools & Templates Library

Software Selection Content

Digital Experiences

Info-Tech Academy Training Platform

Leadership Development Program

IT Diagnostic Programs

IT Metrics Dashboard

Industry Roundtables – Virtual

Membership Features

Membership Features CFO Technology

Counselor Membership

AI & Digital Transformation

Counselor Membership

Technical Counselor

Membership

HIPO Technology Advisory

Membership

HIPO Technology Team

Membership

Service Delivery

Dedicated Executive Counselor

Onsite or Virtual Counselor Visits

1/year 2/year

Custom Key Initiative Plan

Advisory Services

IT Cost Analysis & Optimization (or Onsite Std. Workshop)*

IT Spend & Staffing Benchmarking – Online*

Expanded Industry Advisory Access

Concierge Services

Software Selection as a Service Unlimited Unlimited Unlimited

Contract Review Service Unlimited Unlimited Unlimited

IT Vendor Price Benchmarking Unlimited Unlimited Unlimited

IT Vendor Negotiation Assistance

3 4 3

Analyst Calls Unlimited Unlimited Unlimited IT Process Related

Calls (M&G Framework)

Info-Tech LIVE Conference Ticket

1 Ticket 2 Tickets 1 Ticket 1 Ticket

Research Content

Industry Research*

Technology Project Research

IT Process Research

People & Leadership Research

Tools & Templates Library

Software Selection Content

Digital Experiences

Info-Tech Academy Training Platform

Leadership Development Program

IT Diagnostic Programs

IT Metrics Dashboard

Industry Roundtables – Virtual

360-Degree Feedback Tool * Standard offering included covers commercial organizations with revenues under $1 billion in revenue or public institutions with budgets under $1 billion.

Membership Features

SE Membership Features CIO Counselor Membership

Executive Counselor

Membership Counselor

Membership SE Advisory

Membership Team

Membership

Service Delivery

Dedicated Executive Counselor

Onsite or Virtual Counselor Visits 4/year 2/year

Custom Key Initiative Plan

Advisory Services

IT Cost Analysis & Optimization (or Onsite Std. Workshop)* **

IT Spend & Staffing Benchmarking – Online* **

Expanded Industry Advisory Access

Concierge Services

Software Selection as a Service Unlimited Unlimited Unlimited 1/year

Contract Review Service Unlimited Unlimited Unlimited

1/yearIT Vendor Price Benchmarking Unlimited Unlimited Unlimited

IT Vendor Negotiation Assistance 4 3 2

Analyst Calls Unlimited Unlimited Unlimited Unlimited

Info-Tech LIVE Conference Ticket 2 tickets 1 ticket 1 ticket

Research Content

Industry Research*

Technology Project Research

IT Process Research

People & Leadership Research

Tools & Templates Library

Software Selection Content

Digital Experiences

Info-Tech Academy Training Platform

Leadership Development Program

IT Diagnostic Programs

IT Metrics Dashboard

Industry Roundtables – Virtual

Membership Features

Product & Feature Definitions Service Delivery

Dedicated Executive Counselor

Members receive personalized and confidential one-on-one support from a seasoned IT executive to achieve their personal/ organizational goals, grow as a leader, and prepare for the next chapter of their career.

Onsite or Virtual Counselor Visits

The Executive Counselor will travel to the member’s location throughout the year to spend the day working through the mem-ber’s agenda. The Counselor will address their top personal and organizational challenges, presenting relevant research and conducting working sessions.

Executive Advisor Executive Advisors support calls from members to help curate membership content and ensure they succeed against their initiatives.

Custom Key Initiative Plan

A fully customized plan of the member’s top three to five initiatives mapped to all relevant Info-Tech content and experiences to assist with execution and to ensure success.

Advisory Services

IT Cost Analysis & Optimization

Leverage the IT Spend & Staffing Benchmarking report to identify IT cost optimization initiatives and build an IT cost optimiza-tion strategy and a 12-month roadmap. Prerequisite service: IT Spend & Staffing Benchmarking.

IT Spend & Staffing Benchmarking – Online

An online service where Info-Tech experts accurately map and benchmark your IT spend and staffing against industry peers to build a comprehensive report detailing IT spend and staffing along four perspectives: Expense, Service, Business, and Innovation. Prerequisite for IT Cost Analysis & Optimization.

Industry Advisory Access Unlimited phone access to our team of industry experts to guide members through our industry research content and provide insights into the specific trends and challenges of our members’ industries.

Concierge Services A powerful set of over 20 high-impact, single-day consulting engagements designed to be delivered online or onsite.

Software Selection as a Service Five advisory calls over a five-week period to accelerate and improve the member’s software selection process.

Contract Review Service Access to our IT contracts experts who will conduct a business review of the Terms & Conditions and provide a comprehen-sive written summary of feedback.

IT Vendor Price Benchmarking

Access to our IT Vendor Price Benchmarking experts who will conduct a business review of the pricing and provide feedback on market competitiveness of your deal.

IT Vendor Negotiation Assistance

Access to our IT pricing experts and exclusive negotiation intelligence to achieve best in circumstance deals on $1M+ con-tract value covering 40+ major IT Vendors.

Analyst Calls Unlimited phone access to our team of subject matter experts to guide members through their most challenging technology projects. An analyst from the team who wrote the research works with you at key project milestones to advise, coach, and offer insight.

Info-Tech LIVE Conference Ticket

Access to Info-Tech’s premier conference experience with insightful keynotes, practical breakout sessions, and one-on-one analyst experiences.

Research Content

Industry Research In-depth, industry-specific research content that includes benchmarking reports, trends analysis, technology evaluations, and reference architectures.

Technology Project Research

Over 450 do-it-yourself project blueprints to help our members save time and money when executing their most critical IT initiatives.

IT Process Research A comprehensive and connected set of 45 project methodologies and best practices for improving and optimizing core IT processes.

People & Leadership Research Strategies on how to lead teams effectively and resources proven to help you become a better manager.

Tools & Templates Library Members save time creating critical IT documents and project deliverables with our massive, ready-to-deploy library of over 1,000 tools and templates.

Software Selection Content SoftwareReviews vendor evaluations and rankings reports that aggregate feedback from real IT professionals and business leaders.

Digital Experiences

Info-Tech Academy Training Platform An online learning management platform with 100+ hours of video content, 50+ quizzes, and nine certification programs.

Leadership Development Program

An online or in-person leadership program focused on improving decision-making and people-management skills for high-po-tential staff.

IT Diagnostic Programs Over 20 prebuilt survey programs to ask business and IT stakeholders insightful questions and convert their responses into reports that help IT departments make critical decisions.

Product & Feature Definitions

IT Metrics Dashboard An online portal for collaboratively collecting, managing, and communicating success on key IT metrics and projects.

Industry Roundtable

– Virtual

Access to monthly virtual industry roundtable discussions and peer networking to explore common challenges, share best practices, and help shape our industry research agenda.

360-Degree Feedback Tool

An easy-to-use, customizable employee feedback tool to give IT leaders a multifaceted evaluation across their key competencies.

Product & Feature Definitions

CIO Counselor Membership The CIO Counselor is our premier membership designed to help CIOs in larger, complex organizations deliver results and improve their effectiveness as a leader. It includes all available content and services and is the best way to experience Info-Tech.

Service Delivery

Dedicated Executive Counselor Members receive personalized and confidential one-on-one support from a seasoned IT executive to achieve their per-sonal/organizational goals, grow as a leader, and prepare for the next chapter of their career.

Also Includes:

Research Content

Project Blueprints Over 450 step-by-step project methodologies to help members execute technology projects and improve core IT processes.

Tools & Templates Library Over 1,000 ready-to-deploy tools and templates to save members time creating critical IT documents and project deliverables.

Software Selection Content SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and business leaders.

Premium Industry Content In-depth, industry-specific research content that includes benchmarking reports, trends analysis, technology evaluations, and reference architectures.

Also Includes:

• People & Leadership Research

Sample Key Initiative Plan

Sample Trends Report

Sample Diagnostic Report

Sample Industry Content

Product & Feature Definitions

CIO Counselor Membership

Advisory Services

IT Spend & Staffing Benchmarking – Online Info-Tech experts accurately map and benchmark your IT spend and staffing against industry peers to build a com-prehensive report detailing IT spend and staffing along four perspectives: Expense, Service, Business, and Innovation.

IT Cost Analysis & Optimization Leverage the IT Spend & Staffing Benchmarking report to identify IT cost optimization initiatives and build an IT cost optimization strategy and a 12-month roadmap. IT Spend & Staffing Benchmarking is a prerequisite to this service.

Option to substitute for a standard workshop.

Unlimited Analyst Calls Unlimited phone access to our team of subject matter experts to guide you through your most challenging tech-nology projects. An analyst from the team who wrote the research works with you at key project milestones to advise, coach, and offer insight.

Industry Research & Advisory In-depth, industry-specific research content and advisory service that includes benchmarking reports, trends analysis, technology evaluations, reference architectures, and unlim-ited phone access to our team of industry subject matter experts.

IT Vendor Price Benchmarking & Negotiation Assistance Access to our IT pricing experts and exclusive negotiation intelligence to achieve best-in-circumstance deals on con-tracts with a value over $1M with over 40 major IT vendors.

IT Vendor Negotiation Assistance for up to 4 contracts included with membership.

Also Includes:

Digital Experiences

IT Diagnostic & Benchmarking Programs Over 20 prebuilt survey programs to ask business and IT stakeholders insightful questions and convert their responses into reports that help IT departments make critical decisions.

Also Includes:

Sample Diagnostic Report

Product & Feature Definitions

AI & Digital Transformation Counselor Membership The AI Transformation Counselor Membership is designed to help Senior IT and Business Leaders deliver results on complex AI and digital transformation initiatives and improve their effective-ness as a transformational leader. With a focus on AI and Digital Transformations, this is the most effective way to partner with Info- Tech to drive transformational change through the organization.

Service Delivery

Dedicated AI-Digital Transformation Counselor Members receive personalized and confidential one-on-one support from a seasoned Enterprise-level IT executive to en-hance their AI and Digital Transformation expertise, achieve their goals, and prepare for the next chapter of their career.

Also Includes:

Research Content

Project Blueprints Over 450 step-by-step project methodologies to help members execute technology projects and improve core IT processes.

Tools & Templates Library Over 1,000 ready-to-deploy tools and templates to save members time creating critical IT documents and project deliverables.

Software Selection Content SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and business leaders.

Premium Industry Content In-depth, industry-specific research content that includes benchmarking reports, trends analysis, technology evaluations, and reference architectures.

Also Includes:

• People & Leadership Research

Sample Key Initiative Plan

Sample Industry Content

Sample Template

Sample Data Quadrant Report

Product & Feature Definitions

AI & Digital Transformation

Advisory Services

Unlimited Analyst Calls Unlimited phone access to our team of subject matter experts to guide you through your most challenging tech-nology projects. An analyst from the team who wrote the research works with you at key project milestones to advise, coach, and offer insight.

Industry Research & Advisory In-depth, industry-specific research content and advisory service that includes benchmarking reports, trends analysis, technology evaluations, reference architectures, and unlim-ited phone access to our team of industry subject matter experts.

IT Vendor Price Benchmarking & Negotiation Assistance Access to our IT pricing experts and exclusive negotiation intelligence to achieve best-in-circumstance deals on con-tracts with a value over $1M with over 40 major IT vendors.

IT Vendor Negotiation Assistance for up to 4 contracts included with membership.

Also Includes:

Digital Experiences

IT Diagnostic & Benchmarking Programs Over 20 prebuilt survey programs to ask business and IT stakeholders insightful questions and convert their responses into reports that help IT departments make critical decisions.

Also Includes:

Sample AI Research

Product & Feature Definitions

Executive Counselor Membership The Executive Counselor is one of our top memberships, designed to help CIOs and IT leaders deliver value, achieve goals, and improve and grow the contributions of IT. It in-cludes all People & Leadership content required to manage the department and develop as a leader.

Service Delivery

Dedicated Executive Counselor Members receive personalized and confidential one-on-one support from a seasoned IT executive to achieve their per-sonal/organizational goals, grow as a leader, and prepare for the next chapter of their career.

Also Includes:

Research Content

Project Blueprints Over 450 step-by-step project methodologies to help members execute technology projects and improve core IT processes.

Tools & Templates Library Over 1,000 ready-to-deploy tools and templates to save members time creating critical IT documents and project deliverables.

Software Selection Content SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and business leaders.

McLean & Company HR Research Unlimited access to all human resources research content through our HR division, McLean & Company.

Also Includes:

Sample Key Initiative Plan

Sample Template

Sample Data Quadrant Report

Product & Feature Definitions

Executive Counselor Membership

IT Spend & Staffing Benchmarking – Online Info-Tech experts accurately map and benchmark your IT spend and staffing against industry peers to build a com-prehensive report detailing IT spend and staffing along four perspectives: Expense, Service, Business, and Innovation.

Unlimited Analyst Calls Unlimited phone access to our team of subject matter experts to guide you through your most challenging tech-nology projects. An analyst from the team who wrote the research works with you at key project milestones to advise, coach, and offer insight.

Industry Research & Advisory In-depth, industry-specific research content and advisory service that includes benchmarking reports, trends analysis, technology evaluations, reference architectures, and un-limited phone access to our team industry subject matter experts.

IT Vendor Price Benchmarking & Negotiation Assistance Access to our IT pricing experts and exclusive negotiation intelligence to achieve best-in-circumstance deals on con-tracts with a value over $1M with over 40 major IT vendors.

IT Vendor Negotiation Assistance for up to 3 contracts included with membership.

Also Includes:

Digital Experiences

IT Diagnostic & Benchmarking Programs Over 20 prebuilt survey programs to ask business and IT stakeholders insightful questions and convert their responses into reports that help IT departments make critical decisions.

Also Includes:

Sample Diagnostic Report

Product & Feature Definitions

The Counselor Membership is designed to improve the maturity of IT and develop CIOs and IT leaders with expert guidance complemented by robust services, research, tools, and resources. It includes our most popular content and ser-vices to execute key initiatives.

Service Delivery

Dedicated Executive Counselor Members receive personalized and confidential one-on-one support from a seasoned IT executive to achieve their per-sonal/organizational goals, grow as a leader, and prepare for the next chapter of their career.

Also Includes:

Research Content

Project Blueprints Over 450 step-by-step project methodologies to help members execute technology projects and improve core IT processes.

Tools & Templates Library Over 1,000 ready-to-deploy tools and templates to save members time creating critical IT documents and project deliverables.

Software Selection Content SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and business leaders.

Also Includes:

Sample Key Initiative Plan

Sample Template

Sample Emotional Footprint

Product & Feature Definitions

Software Selection as a Service Five advisory calls over a five-week period to accelerate and improve the member’s software selection process.

Unlimited Analyst Calls Unlimited phone access to our team of subject matter experts to guide you through your most challenging tech-nology projects. An analyst from the team who wrote the research works with you at key project milestones to advise, coach, and offer insight.

Contract Review Services Access to our IT contracts experts, who will conduct a busi-ness review of the Terms & Conditions and provide a com-prehensive written summary of feedback.

IT Vendor Price Benchmarking & Negotiation Assistance Access to our IT pricing experts and exclusive negotiation intelligence to achieve best-in-circumstance deals on con-tracts with a value over $1M with over 40 major IT vendors.

IT Vendor Negotiation Assistance for up to 2 contracts included with membership.

Also Includes:

Digital Experiences

IT Diagnostic & Benchmarking Programs Over 20 prebuilt survey programs to ask business and IT stakeholders insightful questions and convert their responses into reports that help IT departments make critical decisions.

Info-Tech Academy Training Platform An online learning management platform with 100+ hours of video content, 50+ quizzes, and nine certification programs.

Also Includes:

Sample Diagnostic Report

Product & Feature Definitions

CFO Technology Counselor Membership The CFO Technology Counselor Membership is designed to help fi-nance leaders manage technology business units and digitally trans-form their finance organization. This membership provides CFOs with the services of a dedicated finance and technology specialist to help them drive value through technology within their organization.

Service Delivery

Dedicated Executive Counselor With Finance and IT Experience Members receive personalized and confidential one-on-one support from a veteran CFO Technical Counselor with deep financial and IT management experience to achieve their financial and IT goals and navigate technology leadership and tech cost optimization.

Also Includes:

Research Content

Project Blueprints Over 450 step-by-step project methodologies to help members execute technology projects and improve core IT processes.

Tools & Templates Library Over 1,000 ready-to-deploy tools and templates to save members time creating critical IT documents and project deliverables.

Software Selection Content SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and business leaders.

Premium Industry Content In-depth, industry-specific research content that includes bench-marking reports, trends analysis, technology evaluations, and refer-ence architectures.

Also Includes:

Sample Key Initiative Plan

Sample Concierge Experience

Sample Research

Sample Methodology

Product & Feature Definitions

CFO Technology Counselor

Advisory Services

IT Spend & Staffing Benchmarking or IT Cost Analy-sis Access to either IT Spend & Staffing Benchmarking to help map out costs and provide transparency into current IT spending, or the IT Cost Analysis & Optimization service to identify IT cost optimization initiatives and build an IT cost optimization strategy.

Unlimited Analyst Calls Unlimited phone access to our team of subject matter experts to guide you through your most…